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MSI Financial Services’s iShares MSCI Taiwan ETF EWT Stock Holding History

MSI Financial Services’s Portfolio EWT Stock Details EWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$51K Buy
1,727
+1,176
+213% +$36.2K ﹤0.01% 1855
2016
Q3 		$17K Buy
551
+1
+0.2% +$30 ﹤0.01% 2476
2016
Q2 		$15K Hold
550
– – ﹤0.01% 2509
2016
Q1 		$15K Sell
550
-1,318
-71% -$33.5K ﹤0.01% 2483
2015
Q4 		$48K Sell
1,868
-441
-19% -$12.1K ﹤0.01% 1737
2015
Q3 		$61K Sell
2,309
-1,050
-31% -$29.5K ﹤0.01% 1120
2015
Q2 		$106K Buy
3,359
+91
+3% +$2.93K 0.01% 972
2015
Q1 		$103K Buy
3,268
+746
+30% +$23.3K 0.01% 994
2014
Q4 		$76K Sell
2,522
-997
-28% -$30.6K 0.01% 904
2014
Q3 		$107K Buy
3,519
+992
+39% +$31.9K 0.01% 799
2014
Q2 		$80K Sell
2,527
-864
-25% -$25.9K 0.01% 887
2014
Q1 		$98K Buy
3,391
+1,505
+80% +$42K 0.01% 765
2013
Q4 		$54K Buy
1,886
+671
+55% +$19.1K 0.01% 964
2013
Q3 		$34K Buy
1,215
+598
+97% +$16.4K 0.01% 1007
2013
Q2 		$16K Buy
+617
New +$16.8K ﹤0.01% 1339

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

MSI Financial Services's EWT Position: Q4 2016 in Review

MSI Financial Services increased its iShares MSCI Taiwan ETF (EWT) stake by 213% in Q4 2016, buying an estimated $36.2K and bringing the position to 1,727 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

MSI Financial Services first reported a position in EWT in Q2 2013 and has held it in 15 quarters since. The position peaked at $107K in Q3 2014. 183 funds tracked by Wall St. Rank hold EWT as of Q4 2016.

  • MSI Financial Services held 1,727 shares of iShares MSCI Taiwan ETF worth $51K as of Q4 2016.
  • MSI Financial Services bought 1,176 iShares MSCI Taiwan ETF shares in Q4 2016, an estimated $36.2K.
  • iShares MSCI Taiwan ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1855 holding.
  • MSI Financial Services first reported a position in iShares MSCI Taiwan ETF in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's iShares MSCI Taiwan ETF position peaked at $107K in Q3 2014.
  • 183 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.